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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-15 |
Branch Locations
19 British American Blvd East, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 11/2015 | 10/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2026 | Present |
| The Office Of The Nys Comptroller | Albany | NY | 11/2018 | 08/2025 |
| Unemployed | Guilderland | NY | 09/2025 | 06/2026 |
| Cetera Investment Advisors Llc | Latham | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-14 |
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